Wisdom is the ultimate wealth
Wealth Creation is rarely an accident. Behind every great fortune lies a carefully thought-through strategy and a perfectly executed plan. Wealth Management is both an art and a science. It calls for knowledge, foresight, patience, and when the occasion demands the willingness to go all out to achieve.
The amalgamation of these rare qualities is Wisdom.
Sustainable Wealth creation requires to constantly augment knowledge and we extend beyond the contours of traditional wealth management and leverage the Ambit ecosystem that helps us stay ahead of the knowledge curve.
However there is one kind of knowledge that matters above all – Knowledge about you.
This personalized approach is at the heart of everything we do. As a result of which, our output is always a bespoke solution to meet the unique requirements of just one person in the entire world - YOURS
OUR INTENT
Acumen at work has been the guiding principle that Ambit Global Private Client has been founded upon.
Established as the wealth management arm of Ambit Group we work closely with individuals, family offices, non-profits, and institutions with significant means to manage their wealth.
We follow a holistic approach combined with a disciplined investment process that helps to transform your wealth into a legacy that can last for generations.
We serve 2500+ HNI families with Assets under Management & Advice of USD 5 billion+.
OUR PHILOSOPHY
COMMITMENT TO OUR CLIENTS
Our clients are at the heart of everything we do. We are committed to our clients to grow, protect, and preserve the wealth entrusted to us. We believe that the long-term prosperity of our clients is the strongest foundation for our success..
SUSTAINABILITY
In an environment of constant change, sustainable growth and stability are invaluable assets. To build sustainable life time relationships with our clients through advice that plays out in the long term is our foundational approach. Sustainability also translates into how we manage our firm and our people, our business strategy is focused on long term value creation and not short term profitability.
We believe every client of ours is unique and we customize our services for the life you lead and the goals you have. It takes a sophisticated ecosystem comprising of high quality and insightful research, an experienced and a skilled team, backed by technology to meet the complex needs of families with significant wealth. Our team comprising of experienced private bankers, investment specialists, portfolio managers, and client service managers are committed to delivering tailor-made solutions to our clients.
Wealth & Investment Management
A process centered around you.
Your wealth management needs are at the center of everything we do. We bring you products and opportunities built from innovative thinking and research, with a singular objective to deliver returns in line with the risk you take.
Our selection process is built on a thorough due diligence process, which is ongoing to ensure there are no surprises and the performance of products is in line with expectations.
Through our in-house Investment Strategy we identify and communicate our views on opportunities and risks in the markets across asset classes. We devise innovative and exclusive products in line with the investment strategy and through our Manager Selection Process – Ambit Select, we bring you, like-minded external managers.
Ambit First
Because you are second to none.
Built on the Group's guiding principle of ‘Acumen at Work’, Ambit First brings together the individual expertise and institutional synergies of Ambit for you.
As a one-stop solution for comprehensive wealth management, we work to perfectly align your objectives and aspirations with our expertise and capabilities. We bring to you a long-term sustainable framework through advisory and multi asset class portfolio management service in line with your mandate and discretion.
Capital Markets & Trading
Our Capital Markets & Trading business is set up to provide attentive and customized execution services. We have built capacity to execute a significant range of products whether in funded or derivative format. Our dealing desk, comprised of experienced dealers can support prompt and accurate execution, and grant you access to fast moving markets. We offer innovative trade ideas be it tactical trades for special situations, Futures & Options and Derivative Trading, Hedging Strategies, Block Trades and Interest Rate Futures.
What sets us apart is our ability to provide access to Institutional Quality research from Ambit's award winning Institutional Equities team to our Family Office, HNIs and Professional Investor Clients.
Portfolio Management
In a fast-changing and volatile market situation standing still is not an option, if you would like us to actively manage your wealth on your behalf and receive a high level of personal service, then you can choose from our innovative and exclusive multi-asset class portfolio management strategies. These strategies are designed for different risk levels and our bespoke discretionary portfolio management services are specially tailored for your requirements and your current investment portfolio.
Business & Treasury Solutions
We understand that the success of your business is the foundation on which you have built your legacy, and every business lifecycle produces a set of unique opportunities and challenges. We bring our award-winning corporate finance business, which has some of the leading industry experts to weigh in and help you navigate both good and tough times.
Our Corporate & Institutional Group is dedicated to helping treasuries in managing surpluses through an investment approach focused on preserving capital while ensuring the availability of liquidity for any business requirements.
Legacy Planning
Future in your hands.
Every family is different. And so are their dynamics, goals, interests, and risk tolerance. Like success, a legacy isn’t built overnight, legacies must have the strength and flexibility to respond not only to market movements but also changes in regulations and taxation. We can facilitate discussions that translate your intentions into a meaningful plan for your future generations. Our tax and estate planning services are geared to translate your intentions into a tangible plan and arrive at decisions that are most meaningful for your future generations.
Passion Investments & Philanthropy
Helping you make an impact.
Be it investing in your passion or philanthropy, both mean different things to different people. And the varied ambitions of our clients, and their families, are a reflection of their diverse range of backgrounds. That’s why, we have designed a framework that brings together all our expertise, and services under one roof so that our clients can pursue their passions and engage philanthropically or combine financial returns with social and environmental impact investing
AMRITA
FARMAHAN
Chief Executive Officer
SANJIT
CHOWDHRY
Joint Group Chief Operating Officer
AJAY
SONDHI
Independent Director
AJAY
MAKHIJA
Independent Director
RAHUL
GUPTA
Director
AMRITA
FARMAHAN
Chief Executive Officer
MAHESH
KUPPANNAGARI
Head - Product & Advisory
SUNIL
SHARMA
Executive Director & Chief Investment Strategist
UMESH
GUPTA
Managing Director & Co-Head Equity
KARANJEET
SINGH
Executive Director & Market Head
SACHIN
TANEJA
Executive Director & Market Head
SATISH
NARAYANN
Executive Director & Practice Head
SIDDHARTH
KHARABANDA
Executive Director & Practice Head
VINAY
SHIVDASANI
Executive Director & Practice Head
ADITYA
SAMBHY
Director
SAMEER
RANA
Director & Practice Head
SAURAB
PATHAK
Director & Practice Head
RASHMI
MANUJ
Vice President
DHIPU
PILLAI
Executive Director & Head Client Experience, Operations & Digital Initiatives
PRATIPAL
SINGH
Execuive Director & Head Capital Market Dealing
ABHISHEK
JOHRI
Product & Advisory
Times keep changing. So does the market. Ambit has an ingrained decadal culture of deep research and insight-led advice. We access the best thinking from within the group, through our partners and indeed from across the world to build proprietary outlook and scenario analysis of the future to navigate it for our clients. Our top-down approach articulated in our Asset Class-wise Investment Thesis integrates our client’s needs and our solutions with our thinking.
Our award-winning, thought leadership research reports provide you with interesting insights, new perspectives, and changing trends on issues and topics that are of most interest and importance to you.
The solution often turns out more beautiful than the problem.
Ambit Global Private Client has been recognized as ‘Best for Discretionary Portfolio Management in India’ at the Euromoney Private Banking Awards 2024. Read the article to know more about this win. Article